This is the first of two interviews of brothers Randy and Rob Swan of Swan Global Investments re: their Defined
Risk Strategy method of investing. This strategy buys the US Equities
market thru Sector ETF’s, then protects them thru the purchase of long term
puts, which they hold for about a year. The cost of this protection is
designed to be reduced thru the collection of income thru option spread
positions sold throughout the year. It is available in both Separately
Managed Acct’s and thru a Mutual Fund. This is a very unique strategy
that you will find to be very interesting.
As of the date of this interview,
Partnervest Advisory Services did not hold an ownership position of the SDRIX
mutual fund discussed during the interview. Also, this interview is not
an offer to sell SDRIX to any listener.
